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World Equity Group

Latest statistics and disclosures from World Equity Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, FTLS, MSFT, QQQ, NVDA, and represent 21.53% of World Equity Group's stock portfolio.
Added to shares of these 10 stocks: COST (+$7.2M), AAPL (+$6.7M), AIRR, MSFT, NVDA, CIBR, GRID, FTLS, AMZN, First Tr Exchng Traded Fd Vi.
Started 60 new stock positions in First Tr Exchng Traded Fd Vi, WILC, CRDO, CGGE, URI, IYZ, XLV, CSGP, HOOD, ACN.
Reduced shares in these 10 stocks: META (-$5.3M), AFMC (-$5.2M), , MCD, , IFRA, MTZ, JNJ, UXJA, .
Sold out of its positions in BUD, ATO, Bny Mellon Etf Trust, CMCSA, ED, QBTS, SIXG, EMR, TDIV, FOCT.
World Equity Group was a net buyer of stock by $44M.
World Equity Group has $441M in assets under management (AUM), dropping by 20.17%.
Central Index Key (CIK): 0000878770

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Portfolio Holdings for World Equity Group

World Equity Group holds 347 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.4	$28M	+31%	110k	254.65	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	4.6	$20M	+9%	288k	69.95	View chart
Microsoft Corporation (MSFT)	4.2	$18M	+20%	35k	517.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.4	$15M		25k	600.35	View chart
NVIDIA Corporation (NVDA)	3.1	$14M	+28%	73k	186.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.0	$9.0M	+3%	269k	33.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$8.8M	+4%	13k	666.18	View chart
Amazon (AMZN)	1.9	$8.5M	+26%	39k	219.64	View chart
Costco Wholesale Corporation (COST)	1.9	$8.5M	+544%	9.1k	925.67	View chart
Palantir Technologies Cl A (PLTR)	1.7	$7.4M	+2%	41k	182.42	View chart
First Tr Exchange-traded SHS (FDL)	1.6	$7.0M	+7%	161k	43.41	View chart
Spdr Gold Tr Gold Shs (GLD)	1.5	$6.7M		19k	358.15	View chart
Meta Platforms Cl A (META)	1.5	$6.4M	-45%	8.7k	734.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$5.9M	+9%	8.8k	669.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$5.1M	+19%	21k	243.23	View chart
Ishares Tr Eafe Value Etf (EFV)	1.1	$5.1M	+7%	75k	67.83	View chart
Tesla Motors (TSLA)	1.1	$4.7M	+15%	11k	444.70	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	1.0	$4.6M		170k	26.94	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$4.2M		6.8k	612.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.9	$4.0M		115k	34.84	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.9	$4.0M	-6%	38k	103.40	View chart
Bank of America Corporation (BAC)	0.9	$3.8M	+21%	73k	51.63	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.8	$3.5M	+1148%	36k	96.68	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$3.4M	-2%	57k	59.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$3.3M		6.6k	502.74	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$3.3M	+4%	49k	67.26	View chart
First Tr Exchange Traded Intl Dev Strngth (FICS)	0.7	$3.2M	+8%	83k	38.14	View chart
Broadcom (AVGO)	0.7	$3.1M	+15%	9.5k	329.90	View chart
Wal-Mart Stores (WMT)	0.7	$3.1M	-3%	30k	103.06	View chart
Exxon Mobil Corporation (XOM)	0.7	$2.9M		26k	112.75	View chart
JPMorgan Chase & Co. (JPM)	0.6	$2.7M	+26%	8.5k	315.46	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.6	$2.6M	NEW	35k	76.01	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$2.6M	+2%	11k	243.55	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.6	$2.6M	+6%	41k	63.02	View chart
Texas Pacific Land Corp (TPL)	0.6	$2.5M		2.6k	933.64	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.5	$2.4M	+719%	16k	151.08	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$2.3M	-3%	4.7k	479.61	View chart
Home Depot (HD)	0.5	$2.2M	+24%	5.5k	405.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$2.2M	-3%	18k	118.83	View chart
Visa Com Cl A (V)	0.5	$2.2M	+40%	6.3k	341.37	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$2.1M	+4%	18k	120.74	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$2.1M		7.4k	281.85	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.5	$2.1M	+105%	54k	38.29	View chart
Abbvie (ABBV)	0.5	$2.1M	+5%	8.9k	231.50	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$2.0M	+130%	8.1k	247.10	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.5	$2.0M	+5%	76k	26.30	View chart
Goldman Sachs (GS)	0.4	$2.0M	+2%	2.5k	797.38	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$1.9M	+65%	33k	59.20	View chart
Citigroup Com New (C)	0.4	$1.9M	+31%	19k	101.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$1.8M	+3%	67k	27.30	View chart
Procter & Gamble Company (PG)	0.4	$1.8M	+3%	12k	153.65	View chart
Caterpillar (CAT)	0.4	$1.8M	+2%	3.8k	477.06	View chart
McDonald's Corporation (MCD)	0.4	$1.8M	-51%	5.9k	303.86	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$1.8M		6.0k	293.79	View chart
Chevron Corporation (CVX)	0.4	$1.8M	+33%	11k	155.53	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$1.7M	+37%	31k	53.87	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$1.6M	+7%	8.3k	194.56	View chart
Eaton Corp SHS (ETN)	0.4	$1.6M		4.3k	374.25	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$1.6M	+107%	4.7k	332.84	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$1.5M	+4%	27k	57.47	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.3	$1.5M	-11%	15k	104.51	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$1.5M	+12%	5.5k	279.33	View chart
Eli Lilly & Co. (LLY)	0.3	$1.5M	+76%	2.0k	763.00	View chart
Rithm Capital Corp Com New (RITM)	0.3	$1.5M	-4%	132k	11.39	View chart
Power Solutions Intl Com New (PSIX)	0.3	$1.4M	+3%	15k	98.22	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.4M	-5%	7.7k	186.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.4M	+36%	6.9k	206.53	View chart
Coca-Cola Company (KO)	0.3	$1.4M	-3%	21k	66.32	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$1.4M		30k	46.71	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.4M	-2%	25k	54.18	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.3	$1.4M	+42%	24k	56.45	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$1.4M	+20%	2.8k	490.38	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.3M	-2%	5.3k	254.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.3	$1.3M	+4%	52k	25.90	View chart
International Business Machines (IBM)	0.3	$1.3M	-3%	4.6k	282.18	View chart
Johnson & Johnson (JNJ)	0.3	$1.3M	-35%	6.8k	185.42	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.2M	+49%	19k	65.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equt	0.3	$1.2M	NEW	38k	32.23	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$1.2M	+17%	8.9k	135.27	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.3	$1.2M		16k	73.79	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.3	$1.2M	+107%	29k	41.80	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)	0.3	$1.2M	+5%	53k	22.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Un (UXJA)	0.3	$1.2M	-37%	35k	33.66	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.3	$1.2M	+5%	43k	27.10	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.3	$1.1M		53k	21.71	View chart
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)	0.3	$1.1M	+4%	26k	44.18	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.3	$1.1M	+37%	66k	16.87	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$1.1M	+2%	12k	88.14	View chart
Abbott Laboratories (ABT)	0.2	$1.1M	-5%	8.1k	133.95	View chart
Arthur J. Gallagher & Co. (AJG)	0.2	$1.1M	+8%	3.5k	309.73	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$1.1M	+79%	16k	67.89	View chart
Amphenol Corp Cl A (APH)	0.2	$1.1M	+209%	8.6k	123.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.1M	+13%	3.2k	328.12	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$1.0M	+8%	6.6k	154.24	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.0M	+14%	4.2k	241.94	View chart
Netflix (NFLX)	0.2	$1.0M	+10%	835.00	1198.93	View chart
Automatic Data Processing (ADP)	0.2	$986k	-5%	3.4k	293.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (UXOC)	0.2	$972k	-2%	28k	34.88	View chart
Advanced Micro Devices (AMD)	0.2	$956k	+11%	5.9k	161.78	View chart
UnitedHealth (UNH)	0.2	$954k	NEW	2.8k	346.30	View chart
Cisco Systems (CSCO)	0.2	$949k	-10%	14k	68.42	View chart
Danaher Corporation (DHR)	0.2	$929k	+9%	4.7k	198.27	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$921k	+17%	12k	78.34	View chart
Lam Research Corp Com New (LRCX)	0.2	$907k		6.8k	133.90	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$889k	NEW	4.3k	209.26	View chart
Merck & Co (MRK)	0.2	$876k	-14%	10k	84.50	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$871k	-2%	7.2k	120.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$870k	+6%	3.0k	293.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.2	$858k		20k	43.77	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$835k	+218%	862.00	968.29	View chart
First Tr Exchng Traded Fd Vi Vest Us Equ Unca (UXAP)	0.2	$827k	-2%	22k	38.02	View chart
Bny Mellon Etf Trust High Yield Etf (BKHY)	0.2	$821k		17k	48.70	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$811k	+23%	22k	37.11	View chart
Exelon Corporation (EXC)	0.2	$785k		17k	45.01	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$782k	+5%	3.1k	256.45	View chart
Southern Company (SO)	0.2	$778k	+103%	8.2k	94.79	View chart
Walt Disney Company (DIS)	0.2	$760k	+9%	6.6k	114.51	View chart
First Tr Exchange Traded Dorsey Wright (FVC)	0.2	$748k		21k	36.07	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$740k	NEW	22k	34.16	View chart
Waste Management (WM)	0.2	$738k	+107%	3.3k	220.83	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$735k		16k	46.24	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$732k	+57%	19k	37.86	View chart
Stryker Corporation (SYK)	0.2	$732k		2.0k	369.67	View chart
Pfizer (PFE)	0.2	$732k	-34%	29k	25.48	View chart
Palo Alto Networks (PANW)	0.2	$730k	+48%	3.6k	203.62	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$724k		7.8k	93.37	View chart
Qualcomm (QCOM)	0.2	$719k	NEW	4.3k	166.35	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.2	$706k	NEW	4.8k	145.61	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$701k		14k	49.46	View chart
Nextera Energy (NEE)	0.2	$693k	-15%	9.2k	75.49	View chart
Wedbush Ser Tr Dan Ives Wedbush (IVES)	0.2	$689k	NEW	22k	32.12	View chart
Ge Aerospace Com New (GE)	0.2	$689k	+3%	2.3k	300.82	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$688k	NEW	4.9k	139.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.2	$684k	+16%	14k	50.54	View chart
Airbnb Com Cl A (ABNB)	0.2	$677k	+48%	5.6k	121.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$669k		1.4k	468.41	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$666k		2.2k	297.62	View chart
Verizon Communications (VZ)	0.2	$662k	-18%	15k	43.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$645k	NEW	12k	51.91	View chart
Virtus Allianzgi Diversified (ACV)	0.1	$645k	+2%	27k	24.10	View chart
Madison Covered Call Eq Strat (MCN)	0.1	$643k	+4%	104k	6.17	View chart
Hca Holdings (HCA)	0.1	$641k		1.5k	426.20	View chart
First Tr High Yield Opprt 20 (FTHY)	0.1	$639k	-8%	44k	14.49	View chart
Talen Energy Corp (TLN)	0.1	$632k	-3%	1.5k	425.38	View chart
Altria (MO)	0.1	$631k		9.6k	66.06	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$630k	-19%	12k	52.30	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$625k	+13%	4.2k	148.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.1	$623k		13k	46.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$615k	NEW	11k	54.73	View chart
Exchange Listed Fds Tr Qraft Ai Us Mmtm (AMOM)	0.1	$609k	+10%	13k	48.32	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$609k	+34%	11k	54.20	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$603k	+23%	13k	47.88	View chart
Raytheon Technologies Corp (RTX)	0.1	$601k		3.6k	167.33	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$598k	NEW	4.2k	143.18	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.1	$592k	+4%	15k	38.81	View chart
The Trade Desk Com Cl A (TTD)	0.1	$592k	+257%	12k	49.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$588k		12k	49.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$585k	-3%	11k	55.15	View chart
TJX Companies (TJX)	0.1	$580k	+24%	4.0k	144.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$569k		11k	50.15	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$565k	+61%	5.5k	102.99	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.1	$563k	-2%	6.2k	90.71	View chart
Newmont Mining Corporation (NEM)	0.1	$559k		6.6k	84.31	View chart
Celestica (CLS)	0.1	$558k		2.3k	246.38	View chart
Synopsys (SNPS)	0.1	$549k	+179%	1.1k	493.39	View chart
Oklo Com Cl A (OKLO)	0.1	$548k	-29%	4.9k	111.63	View chart
Applovin Corp Com Cl A (APP)	0.1	$545k	+6%	758.00	718.54	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$541k		14k	38.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$537k	NEW	14k	38.08	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.1	$530k	+13%	29k	18.41	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$526k	NEW	16k	32.26	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$524k		6.6k	78.90	View chart
Wisdomtree Tr Europe Defense F	0.1	$523k	NEW	16k	33.69	View chart
Coinbase Global Com Cl A (COIN)	0.1	$518k	+14%	1.5k	337.49	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$517k	+4%	8.3k	62.47	View chart
China Yuchai Intl (CYD)	0.1	$517k	-32%	13k	41.37	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$514k	NEW	8.4k	61.12	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$512k	NEW	2.1k	246.60	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$506k	+6%	26k	19.80	View chart
DNP Select Income Fund (DNP)	0.1	$505k		51k	10.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$504k	-4%	7.7k	65.25	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.1	$494k	-40%	7.6k	64.86	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$493k	+5%	29k	17.01	View chart
Illinois Tool Works (ITW)	0.1	$481k	+11%	1.8k	260.78	View chart
Centrus Energy Corp Cl A (LEU)	0.1	$480k	NEW	1.5k	310.06	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$476k	+41%	3.2k	150.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$475k	-37%	6.5k	72.77	View chart
Calamos (CCD)	0.1	$473k		23k	21.04	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$469k	+15%	4.3k	109.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$454k	+2%	2.2k	203.59	View chart
Chubb (CB)	0.1	$451k		1.6k	282.25	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$450k	NEW	5.9k	75.62	View chart
Pacer Fds Tr Cash Cows Etf (HERD)	0.1	$449k		11k	42.36	View chart
At&t (T)	0.1	$449k	-36%	16k	28.24	View chart
Spdr Series Trust S&p Homebuild (XHB)	0.1	$447k	NEW	4.0k	110.80	View chart
Super Micro Computer Com New (SMCI)	0.1	$446k		9.3k	47.94	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$445k	+2%	3.5k	125.41	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$439k		4.9k	88.96	View chart
Eni S P A Sponsored Adr (E)	0.1	$438k	NEW	13k	34.95	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM)	0.1	$433k	-4%	13k	32.71	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$432k	-7%	4.5k	95.15	View chart
Terawulf (WULF)	0.1	$432k	NEW	38k	11.42	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$432k	+66%	11k	37.94	View chart
CoStar (CSGP)	0.1	$430k	NEW	5.1k	84.37	View chart
Las Vegas Sands (LVS)	0.1	$430k	-7%	8.0k	53.79	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$428k	+5%	10k	42.01	View chart
Exchange Listed Fds Tr Qraft Ai Enhcd (QRFT)	0.1	$426k		7.0k	60.94	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$421k		13k	32.60	View chart
Lauder Estee Cos Cl A (EL)	0.1	$420k	NEW	4.8k	88.12	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$420k	+2%	9.1k	46.08	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$420k	+4%	20k	20.69	View chart
Roblox Corp Cl A (RBLX)	0.1	$409k	-21%	3.0k	138.52	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Mdcp (AFMC)	0.1	$408k	-92%	12k	34.31	View chart
Boston Scientific Corporation (BSX)	0.1	$408k	+8%	4.2k	97.63	View chart
Spdr Series Trust Russell Yield (ONEY)	0.1	$408k	+5%	3.6k	113.16	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$407k		22k	18.81	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$404k	-4%	541.00	746.82	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.1	$397k	+2%	28k	14.44	View chart
Neos Etf Trust Russell 2000 Hig (IWMI)	0.1	$396k	+9%	8.2k	48.57	View chart
Casey's General Stores (CASY)	0.1	$395k		697.00	566.18	View chart
Summit Therapeutics (SMMT)	0.1	$390k	+29%	19k	20.66	View chart
Pentair SHS (PNR)	0.1	$382k		3.4k	110.76	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$378k		2.1k	178.69	View chart
Union Pacific Corporation (UNP)	0.1	$367k		1.6k	236.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.1	$366k		12k	30.38	View chart
Amgen (AMGN)	0.1	$364k	+15%	1.3k	282.20	View chart
Nuveen Floating Rate Income Fund (JFR)	0.1	$362k		44k	8.18	View chart
Marriott Intl Cl A (MAR)	0.1	$361k	-51%	1.4k	260.44	View chart
Adobe Systems Incorporated (ADBE)	0.1	$357k	NEW	1.0k	352.76	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$357k	+27%	9.0k	39.88	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$356k	-57%	4.1k	87.21	View chart
Philip Morris International (PM)	0.1	$355k	+7%	2.2k	162.20	View chart
Msci (MSCI)	0.1	$355k	+24%	626.00	567.41	View chart
Snowflake Com Shs (SNOW)	0.1	$353k	NEW	1.6k	225.56	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$352k	NEW	5.3k	67.07	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$352k	+4%	6.9k	50.73	View chart
Innovator Etfs Trust Equity Dual Dirt	0.1	$350k	NEW	17k	20.47	View chart
Roper Industries (ROP)	0.1	$349k		700.00	498.69	View chart
Duke Energy Corp Com New (DUK)	0.1	$349k	-15%	2.8k	123.74	View chart
Ge Vernova (GEV)	0.1	$347k	+4%	564.00	614.90	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.1	$345k	NEW	2.9k	118.05	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$345k	-3%	7.3k	46.96	View chart
Oracle Corporation (ORCL)	0.1	$341k	+2%	1.2k	281.24	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$341k	+13%	17k	19.56	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.1	$340k		9.5k	36.00	View chart
Nvent Electric SHS (NVT)	0.1	$340k		3.4k	98.64	View chart
Kinder Morgan (KMI)	0.1	$339k		12k	28.31	View chart
Allstate Corporation (ALL)	0.1	$339k	-22%	1.6k	214.62	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$339k		3.1k	110.47	View chart
Parker-Hannifin Corporation (PH)	0.1	$339k		447.00	757.96	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$336k	-60%	725.00	463.78	View chart
Texas Instruments Incorporated (TXN)	0.1	$336k		1.8k	183.73	View chart
Ecolab (ECL)	0.1	$335k		1.2k	273.86	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$333k	+4%	17k	19.71	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$332k	NEW	8.8k	37.70	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$328k	+51%	6.4k	51.23	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$324k	+26%	6.4k	50.78	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$324k		5.8k	55.87	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$323k		4.5k	71.37	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$318k	-4%	7.6k	42.03	View chart
Fidelity National Financial Com Shs (FNF)	0.1	$315k		5.2k	60.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$313k	+5%	4.2k	74.38	View chart
IDEXX Laboratories (IDXX)	0.1	$311k	NEW	487.00	638.89	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$310k	-2%	6.4k	48.30	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.1	$308k	NEW	12k	24.92	View chart
Marvell Technology (MRVL)	0.1	$306k	-57%	3.6k	84.07	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.1	$305k	+5%	18k	17.29	View chart
Voyager Technologies Com Cl A (VOYG)	0.1	$304k	+2%	10k	29.78	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$304k	+17%	7.2k	42.37	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$303k	-6%	8.1k	37.50	View chart
Baidu Spon Adr Rep A (BIDU)	0.1	$303k	NEW	2.3k	131.77	View chart
Comfort Systems USA (FIX)	0.1	$302k	NEW	366.00	825.19	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.1	$300k	-9%	3.7k	80.65	View chart
First Tr Exch Traded Fd Iii Merger Arbitra (MARB)	0.1	$298k	NEW	15k	20.30	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$298k	+16%	5.6k	53.25	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$298k	+3%	6.7k	44.19	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$296k		4.9k	59.91	View chart
Strategy Cl A New (MSTR)	0.1	$293k	+41%	910.00	322.21	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$293k	-2%	3.8k	76.40	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$290k		3.7k	78.11	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$290k	-4%	3.9k	73.46	View chart
Spdr Series Trust S&p Semicndctr (XSD)	0.1	$287k		900.00	319.12	View chart
G Willi Food Intl Ord (WILC)	0.1	$287k	NEW	14k	20.55	View chart
Servicenow (NOW)	0.1	$286k	+34%	311.00	920.28	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.1	$286k		5.5k	52.27	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$286k	+9%	2.4k	118.37	View chart
Ssr Mining (SSRM)	0.1	$284k	NEW	12k	24.41	View chart
Neos Etf Trust Real Estate High (IYRI)	0.1	$282k	+15%	5.6k	50.54	View chart
Intel Corporation (INTC)	0.1	$281k	-7%	8.4k	33.55	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$277k	-4%	3.1k	89.34	View chart
Pinterest Cl A (PINS)	0.1	$275k		8.6k	32.17	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$274k	NEW	6.4k	42.79	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$274k	NEW	12k	22.95	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$274k	+3%	1.3k	209.41	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$269k	NEW	1.1k	236.06	View chart
Thermo Fisher Scientific (TMO)	0.1	$264k	NEW	544.00	485.86	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$261k	-12%	6.6k	39.54	View chart
Deere & Company (DE)	0.1	$259k		568.00	456.67	View chart
Lpl Financial Holdings (LPLA)	0.1	$259k	-49%	780.00	332.49	View chart
Uber Technologies (UBER)	0.1	$258k	+20%	2.6k	97.97	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$255k	NEW	2.9k	87.31	View chart
Cme (CME)	0.1	$254k	+9%	941.00	270.19	View chart
Keurig Dr Pepper (KDP)	0.1	$252k	-2%	9.9k	25.51	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$251k	NEW	11k	23.37	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$249k	-4%	2.2k	112.12	View chart
Booking Holdings (BKNG)	0.1	$248k	+27%	46.00	5399.20	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$248k		3.5k	70.82	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$248k	-58%	2.2k	113.88	View chart
Trane Technologies SHS (TT)	0.1	$246k		584.00	421.60	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$245k		6.2k	39.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$240k	+4%	1.2k	208.71	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$238k	NEW	3.0k	79.51	View chart
Innodata Com New (INOD)	0.1	$236k	NEW	3.1k	77.07	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$234k	NEW	10k	22.52	View chart
Dynatrace Com New (DT)	0.1	$234k	NEW	4.8k	48.45	View chart
Neos Etf Trust Enhanced Income (HYBI)	0.1	$232k	+6%	4.6k	50.71	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$231k	-7%	2.4k	96.15	View chart
Symbotic Class A Com (SYM)	0.1	$225k	NEW	4.2k	53.90	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$221k		2.4k	93.64	View chart
Ares Capital Corporation (ARCC)	0.0	$218k	NEW	11k	20.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	0.0	$218k		7.2k	30.22	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$217k		2.7k	79.93	View chart
Constellation Energy (CEG)	0.0	$215k	NEW	654.00	329.40	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$214k	NEW	11k	18.91	View chart
Mastercard Incorporated Cl A (MA)	0.0	$214k	-46%	376.00	569.00	View chart
United Rentals (URI)	0.0	$213k	NEW	223.00	954.67	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$213k	+6%	17k	12.29	View chart
Neos Etf Trust Bitcoin High Inc (BTCI)	0.0	$212k	NEW	3.6k	59.41	View chart
Morgan Stanley Com New (MS)	0.0	$212k	NEW	1.3k	158.06	View chart
United Parcel Service CL B (UPS)	0.0	$211k	-10%	2.5k	83.60	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$210k	NEW	2.2k	95.14	View chart
Metropcs Communications (TMUS)	0.0	$210k	NEW	875.00	239.37	View chart
Capital Group Global Equity SHS (CGGE)	0.0	$209k	NEW	6.8k	30.79	View chart
salesforce (CRM)	0.0	$208k	-12%	879.00	237.07	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$208k	-7%	7.7k	26.84	View chart
Autodesk (ADSK)	0.0	$208k	-6%	654.00	317.67	View chart
Ford Motor Company (F)	0.0	$205k	+2%	17k	11.96	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$205k	NEW	4.7k	43.92	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$204k	NEW	662.00	307.86	View chart
Phillips Edison & Co Common Stock (PECO)	0.0	$204k	-5%	5.9k	34.33	View chart
Doubleline Income Solutions (DSL)	0.0	$187k	+10%	15k	12.28	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$181k		11k	17.16	View chart
Doubleline Opportunistic Cr (DBL)	0.0	$173k	+7%	11k	15.58	View chart
Global X Fds Russell 2000 (RYLD)	0.0	$172k	+10%	11k	15.05	View chart
Global Net Lease Com New (GNL)	0.0	$155k	NEW	19k	8.13	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$137k	+110%	21k	6.52	View chart
Senseonics Hldgs (SENS)	0.0	$8.7k		20k	0.44	View chart

Past Filings by World Equity Group

SEC 13F filings are viewable for World Equity Group going back to 2024

World Equity Group 2025 Q3 filed Oct. 24, 2025
World Equity Group 2025 Q2 filed July 15, 2025
World Equity Group 2025 Q1 filed April 22, 2025
World Equity Group 2024 Q4 filed Feb. 4, 2025
World Equity Group 2024 Q3 filed Oct. 30, 2024
World Equity Group 2022 Q1 filed Sept. 6, 2024
World Equity Group 2022 Q2 filed Sept. 6, 2024
World Equity Group 2022 Q3 filed Sept. 6, 2024
World Equity Group 2022 Q4 filed Sept. 6, 2024
World Equity Group 2023 Q1 filed Aug. 26, 2024
World Equity Group 2023 Q2 filed Aug. 26, 2024
World Equity Group 2023 Q4 filed July 22, 2024
World Equity Group 2023 Q3 filed July 22, 2024
World Equity Group 2024 Q1 filed July 18, 2024
World Equity Group 2024 Q2 filed July 18, 2024

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